Testimonials 2018-02-08T11:26:16+00:00

Testimonials

We’re very proud of the feedback we receive for our work.  Here’s just a sample of what our clients have had to say about us…

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Every time we have my review I am instilled with confidence in my financial situation and future. Meeting you and going with that old gut feeling years ago was a great decision as I am so well looked after by not only you, but the team as a whole.

SD, Retired, Gold Coast February 7, 2018

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A real highlight of our 5 Financial experience has been Jason’s presentations of relevant financial planning strategies for us

C & L WFinance Manager, Oyster Bay February 13, 2017

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5 Financial has provided us with direction and purpose in trying to achieve our financial goals. Their strategies have created real growth in our finances, and the clarity and professionalism of their advice has made our wealth creation pathway easy to understand. And all done in a friendly and co-operative manner which makes life a lot easier for us!

EK, Architect, Hornsby Heights February 13, 2017

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We decided that we needed to get advice on how to better develop our retirement plans and make smarter use of the legislation to enhance our superannuation benefits. We selected 5 Financial for this advice because they were looking after a number of senior managers at my work who were happy with their advice and the results being achieved

JM, Engineer, Drummoyne February 13, 2017

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I found 5 Financial at a time when I did not have a plan, I did not have an advisor and I did not understand what my choices were to look after myself financially. Jason and the team were very, very helpful. They gave me clear options of what I could do then and that ultimately there would come a time when life would get easier. Now 5 years later I am confident that I have a plan that works for me…

LC, General Manager, Darlinghurst February 13, 2017

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I was reliving the experience of my Financial Planners at 5 Financial Financial Planning to Sarah, when she suggest that I should blog about it.

You see I’ve been plagued by the worst possible customer service from several industries and suppliers lately that I reflected on what GOOD (or fabulous) customer service actually looks like…

I love the way 5 Financial treats me and that’s the reason I’ll stay with them…. Keep it up 5 Financial, it’s a new benchmark you’ve set for me.

VB, Business Director, Castle Hill February 13, 2017

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With 5 Financial we have a plan to actually achieve our goals instead of just dreaming about them. Their in depth goal setting and fact finding process clarified our goals precisely, and that meant that our plan was built with a clear path towards accomplishment.

MC, General Manager, Mortlake February 13, 2017

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You have assisted us in setting our goals and executing them. You have shown us there is no quick way of reaching a desired position, but you have helped us to reach ours with sound advice and self-discipline.

S & M L, Manager & Educator, Gladesville February 13, 2017

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As a busy career woman I felt the need to outsource the financial part of my life to a competent financial planner. After initial discussions I found 5 Financial not only capable of doing this to my satisfaction but enthusiastic about helping me build my financial wealth as well. They have given me peace of mind and allowed me to concentrate on my work whilst looking after my super, investments, insurance and finances.

MH, Executive, Leichhardt February 13, 2017

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I was introduced to 5 Financial through our corporate super fund and was impressed with their knowledge and service that I had no hesitation in recommending my parents to them. They were also happy to have me involved in to process as support for my Mum and Dad.  Since then they  have helped them sort through the complexities of retirement and investment planning and have given them a clear path to be able to achieve their financial goals without undue stress or worry.

CP, Managing Director, Warrawee February 13, 2017

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We have been with 5 Financial for 8 years approximately and they have improved our financial structure well beyond expectations. We are in a position to move forward into retirement with confidence solely due to the endeavours of 5 Financial.

RG & JG, Retired, NSW North Coast February 13, 2017

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We have found Jason and other staff members to be friendly and professional. They respond quickly to our enquiries. ‘5 Financial’ has organised our finances in such a manner that has enabled us to retire comfortably.

T & K B, Retired, NSW North Coast February 13, 2017

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5 Financial are not associated or obligated to specific financial products, and in that they can, and do offer products that are truly tailored to your goals. They are transparent with fees and understand client concerns on such.

C & J L, Manager & Healthcare Professional, Abbotsford February 13, 2017

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We have found the staff at 5 Financial to be very professional and friendly and they have always been ready to attend to any matters we have raised.

DS & TK, Accountant & Business Owner, Ermington February 13, 2017

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I’ve been with 5 Financial since 1997. The team listens to your goals, provides clear options, has a long-term approach, is always available, and brings confidence and trust to investments. I have no hesitation in recommending 5 Financial.

GD, Journalist, Lindfield February 13, 2017

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I came to 5 Financial after finding my super fund had fallen short on several occasions and was very worried re my future. After my first interview I was smiling and have continued to do so. I have recommended 5 Financial to all my friends.

JA, Retired, Sydney's Northern Beaches February 13, 2017

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5 Financial are professional, reassuring, competent, approachable and FUN. Their explanations are clear, even for those who are financially illiterate. 5 Financial aims to relieve financial stress and leave you to enjoy life. 5 Financial makes me money!

DR, Retired, Eastern Suburbs, Sydney February 13, 2017

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Once again we came away from our annual review meeting with renewed enthusiasm that our financial future is well and truly on track to happiness. Nice job 5 Financial.

S&K Foster, Pine Mountain, QLD February 13, 2017

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Since becoming a client of 5 Financial in 2013 I feel a greater sense of confidence and safety for my financial future. Jason has, with patience, encouraged me to understand my investments and how they work in my particular situation. With Jason’s encouragement I have nearly completed one of my life goals of traveling solo for 12 months. Finished 9 months in Europe, now the east coast of Australia.

AB - Sydney, NSW February 13, 2017

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Our financial plan is a powerful tool. It helps us visualise how everything fits together and where it will lead us. We’ve also valued the tax benefits it’s created – opportunities we’d have not known about on our own.

BK & AM, Newcastle, NSW February 13, 2017

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As a result of following Jason’s advice, we’ve been able to reach several of our goals a few years sooner than we’d expected – including retiring! We’re very happy to recommend 5 Financial, and have already done so.

PP & SP, Kurrajong Hills February 13, 2017